Compass Financial Management LLC Makes New Investment in Jackson Financial Inc. $JXN

Key Points

• Compass Financial Management opened a new Jackson Financial position in the third quarter, buying 20,624 shares valued at approximately $2.67 million.
• Jackson reported quarterly EPS of $7.55, beating the $7.24 consensus; revenue was $2.07 billion, in line with expectations. The company also declared a $0.90 quarterly dividend.
• Institutional investors hold about 89.96% of Jackson’s shares. Analysts’ consensus rating is “Hold,” with an average price target of $134.80.

Compass Financial Management LLC bought a new position in Jackson Financial Inc. (NYSE:JXN - Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 20,624 shares of the company's stock, valued at approximately $2,667,000.

A number of other institutional investors have also recently modified their holdings of the stock. Signature Equity Partners LLC purchased a new stake in Jackson Financial during the 1st quarter valued at about $38,000. Root Financial Partners LLC increased its stake in Jackson Financial by 46.4% during the 1st quarter. Root Financial Partners LLC now owns 401 shares of the company's stock valued at $42,000 after purchasing an additional 127 shares in the last quarter. Continuum Advisory LLC purchased a new position in Jackson Financial in the second quarter worth about $59,000. Allworth Financial LP raised its holdings in Jackson Financial by 22.7% in the second quarter. Allworth Financial LP now owns 573 shares of the company's stock worth $59,000 after buying an additional 106 shares during the last quarter. Finally, Western Wealth Management LLC purchased a new position in Jackson Financial in the first quarter worth about $78,000. 89.96% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Jackson Financial

Here are the key news stories impacting Jackson Financial this week:

• Positive Sentiment: Jackson reported third-quarter EPS of $7.55, above analysts’ $7.24 consensus. The company also announced a $0.90-per-share quarterly common dividend. Jackson Announces Outstanding Third Quarter 2026 Results
• Positive Sentiment: The company increased its common share repurchase authorization by $1 billion, signaling additional capacity to return capital to shareholders. Dividend and share repurchase announcement
• Positive Sentiment: Barclays raised its price target to $154 from $151 and maintained an “overweight” rating, reflecting a more constructive analyst outlook. Barclays stock recommendations
• Negative Sentiment: Revenue was a potential concern: some coverage characterized third-quarter revenue as missing estimates, although another report listed $2.07 billion versus a $2.07 billion consensus. This mixed reporting may have muted the positive EPS surprise. Jackson Financial misses Q3 revenue estimates

Insider Activity

In related news, CEO Christopher Raub sold 5,000 shares of the stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $130.69, for a total value of $653,450.00. Following the completion of the sale, the chief executive officer directly owned 42,160 shares of the company's stock, valued at approximately $5,509,890.40. This represents a 10.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 1.40% of the company's stock.

Analyst Ratings Changes

A number of equities analysts recently weighed in on JXN shares. Jefferies Financial Group upgraded shares of Jackson Financial from a "hold" rating to a "buy" rating and boosted their price objective for the stock from $120.00 to $140.00 in a report on Friday, July 10th. Evercore set a $135.00 price target on Jackson Financial in a report on Wednesday, August 5th. Barclays upped their price target on Jackson Financial from $151.00 to $154.00 and gave the company an "overweight" rating in a report on Wednesday. Wall Street Zen raised Jackson Financial from a "hold" rating to a "buy" rating in a research report on Saturday, August 8th. Finally, Weiss Ratings reiterated a "hold (c)" rating on shares of Jackson Financial in a report on Monday. Two research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average price target of $134.80.

Jackson Financial Stock Performance

JXN opened at $138.11 on Thursday. The company's 50 day moving average is $133.51 and its 200 day moving average is $118.44. The company has a current ratio of 0.26, a quick ratio of 0.26 and a debt-to-equity ratio of 0.53. The company has a market cap of $9.35 billion, a price-to-earnings ratio of 5.13 and a beta of 1.34. Jackson Financial Inc. has a 12-month low of $89.67 and a 12-month high of $150.00.

Jackson Financial (NYSE:JXN - Get Free Report) last issued its quarterly earnings results on Tuesday, November 3rd. The company reported $7.55 earnings per share for the quarter, topping the consensus estimate of $7.24 by $0.31. The business had revenue of $2.07 billion for the quarter, compared to analysts' expectations of $2.07 billion. Jackson Financial had a net margin of 13.41% and a return on equity of 19.81%.

Jackson Financial Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 17th. Stockholders of record on Thursday, December 3rd will be paid a $0.90 dividend. The ex-dividend date of this dividend is Thursday, December 3rd. This represents a $3.60 annualized dividend and a dividend yield of 2.6%. Jackson Financial's dividend payout ratio (DPR) is 507.04%.

About Jackson Financial

Jackson Financial Inc is a U.S.-based financial services company focused on helping individuals and institutions pursue retirement security. Through its operating subsidiaries, the company develops and distributes annuity products designed to provide income, investment growth opportunities and protection against certain retirement-related risks.

Jackson's offerings include variable annuities, fixed annuities and fixed-indexed annuities, along with related retirement planning solutions.

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